Meridian Wealth Partners’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $219K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $4.52M | Hold |
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|
2024
Q1 | $3.98M | Sell |
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|
2023
Q4 | $3.39M | Hold |
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|
2023
Q3 | $2.91M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.39M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $177K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $201K | Buy |
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|
2021
Q1 | $191K | Buy |
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|
2020
Q4 | $160K | Hold |
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|
2020
Q3 | $106K | Buy |
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